Online financial assessment - Creating an account

A guide to setting up an account for an online financial assessment.

Creating an account

Once you go to this link, you will need to create an account. Click on the Login to OFA link at the top, on the right-hand side.

You will then be redirected where you can either:

  • create an account by clicking on the sign up now link
  • or login using an existing social account you have

If you choose to create an account using the sign-up link you will be expected to verify your email address.

  1. Enter your email address
  2. Click on Send Verification code
  3. A code will be sent to the email address you supply
  4. Enter the code as directed and click on Verify code
  5. Now you can create your password. Make sure your password is at least eight characters long and includes at least three of the following:
  • a lowercase letter
  • an uppercase letter
  • a digit
  • a symbol

Once you have created an account and have logged in, you can start using the OFA to submit your financial details.

Return to the Online financial assessment page